RecordMove

Business valuer to corporate investment banker

A business valuer already meets 26% of what the corporate investment banker role asks for. The move turns on 15 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional

From business valuer

Distant match

To corporate investment banker

9 You already bring

15 Still to learn

34 Skills in the target role2

Learning distance Substantial retraining

71.5/ 100

adjacentmoderatesubstantialcareer change

1 How much of what a corporate investment banker is expected to do is already part of a business valuer’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the corporate investment banker role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

A corporate investment banker role treats 5 of its required skills as things a business valuer already does. You would walk in with these on day one.

business valuation techniques
investment banking
mergers and acquisitions
review investment portfolios
stock market

What stands in the way is 15 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 9 skills that carry over, these are the ones fewest other occupations ask for. A corporate investment banker role needs them, and most people applying for one will not have them already. This is the part of a business valuer background worth leading with.

Skill the target role also needs Area

already held business valuation techniques business, administration and law
already held mergers and acquisitions business, administration and law
already held investment banking business, administration and law
already held perform stock valuation information skills
already held stock market business, administration and law
already held review investment portfolios communication, collaboration and creativity

All 9 carried skills, including the 5 the corporate investment banker role treats as required.

Table 3

Table 3 · What you may need to learn

The 25 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier

01 business, administration and law 7 required, 5 supplementary

still to learn management consulting required
still to learn asset management required
still to learn banking activities required
still to learn credit control processes required
still to learn funding methods required
still to learn modern portfolio theory required
still to learn securities required

optional, not held fundamental analysis optional
optional, not held holding company activities optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional

02 information skills 4 required, 2 supplementary

still to learn analyse financial performance of a company required
still to learn analyse financial risk required
still to learn examine credit ratings required
still to learn monitor stock market required

optional, not held maintain client debt records optional
optional, not held perform debt investigation optional

03 communication, collaboration and creativity 2 required, 1 supplementary

still to learn advise on participation in financial markets required
still to learn provide legal advice on investments required

optional, not held manage contracts optional

04 management skills 1 required, 2 supplementary

still to learn develop investment portfolio required

optional, not held make strategic business decisions optional
optional, not held manage corporate bank accounts optional

05 social sciences, journalism and information 1 required

still to learn economics required

Table 4

Table 4 · Where to start

The 3 entries a corporate investment banker role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 9 skills that carry over

Skill Type

already held business valuation techniques knowledge
already held investment banking knowledge
already held mergers and acquisitions knowledge
already held review investment portfolios skill
already held stock market knowledge
already held analyse business plans skill
already held financial statements knowledge
already held interpret financial statements skill
already held perform stock valuation skill

10 supplementary skills, helpful but not required

Skill to pick up Tier

optional, not held fundamental analysis optional
optional, not held holding company activities optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional
optional, not held maintain client debt records optional
optional, not held make strategic business decisions optional
optional, not held manage contracts optional
optional, not held manage corporate bank accounts optional
optional, not held perform debt investigation optional

31 held skills the corporate investment banker role does not ask for

Skill Type

not needed by the target role advise on bankruptcy proceedings skill
not needed by the target role advise on property value skill
not needed by the target role advise on tax planning skill
not needed by the target role apply strategic thinking skill
not needed by the target role assist with litigation matters skill
not needed by the target role business law knowledge
not needed by the target role compare property values skill
not needed by the target role create a financial report skill
not needed by the target role determine resale value of items skill
not needed by the target role disseminate information on tax legislation skill
not needed by the target role estimate value of used goods skill
not needed by the target role financial markets knowledge
not needed by the target role insolvency law knowledge
not needed by the target role intellectual property law knowledge
not needed by the target role investment analysis knowledge
not needed by the target role liaise with financiers skill
not needed by the target role liaise with managers skill
not needed by the target role manage brand assets skill
not needed by the target role market pricing knowledge
not needed by the target role negotiate on asset value skill
not needed by the target role perform asset recognition skill
not needed by the target role pricing strategies knowledge
not needed by the target role property law knowledge
not needed by the target role public offering knowledge
not needed by the target role security of assets legislation knowledge
not needed by the target role strategic planning knowledge
not needed by the target role tax legislation knowledge
not needed by the target role trade securities skill
not needed by the target role use consulting techniques skill
not needed by the target role value properties skill
not needed by the target role value-added tax law knowledge

13 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to pick up Tier

still to learn management consulting required
still to learn asset management required
still to learn banking activities required
still to learn credit control processes required
still to learn economics required
still to learn funding methods required
still to learn modern portfolio theory required
still to learn securities required
optional, not held fundamental analysis optional
optional, not held holding company activities optional
optional, not held business loans optional
optional, not held corporate law optional
optional, not held debt systems optional

Index

Other moves recorded from business valuer

Full index of moves from business valuer

FAQ

Common questions about this move

Can a business valuer become a corporate investment banker?

Yes, and it is a substantial move. A business valuer already covers 26% of what a corporate investment banker is expected to do: 9 skills carry over, 5 of which the corporate investment banker role treats as required.

What skills does a business valuer need to become a corporate investment banker?

15 required skills are missing, plus 10 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is management consulting.

How hard is the move from business valuer to corporate investment banker?

Its learning distance is 71.5 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.